GL - Return on Assets Ratio

KPIQuantifiable measurements, agreed to beforehand, that reflect the critical success factors (of the company, department, project, individual). 145

This KPI provides the following default drill paths:

  • GL chart

  • division

  • territory

The metricA measure used to assess performance in a key area of a business. rank values displayed in the KPI History and KPI Definition screens is the aggregated value of the first item for the first drill path only. Additionally, displayed rank-based metric values in these screens are not applicable.

To viewA set of data connected to a cube, deliberately laid out to communicate business information. the actual values for each KPI drill path, click History, select a snapshot date, and click Drill Down.

The displayed value of each metric is an aggregation of the data, up to the viewed levelIn a hierarchy, a level indicates a group of common or related members. For example, in a Time level, members may include Year, Month, Day or Fiscal Year, Calendar Year, etc. of the selected drill path, as of the As At snapshot date.

Metric Definition

The actual parameters making up the ratios are as defined in the specified GL hierarchyIn Analytics Dashboards, regular dimensions contain descriptive and business key information and this information is organised into a hierarchy; from it's highest level of granularity, to its lowest. The hierarchy contains multiple levels. For example, a hierarchy that has three levels such as "All Products", "Product Group", and "Products"..

The formula for the ROA ratio is:

OB - ROA Ratio

The ROA ratio opening balanceopening balance at the start of the current financial year.

MTD - ROA Ratio

The ROA ratio end mtdon the last day of the current financial period.

YTD - ROA Ratio

The ROA ratio end ytdon the last day of the current financial year.

QTR - ROA Ratio

The ROA ratio end quarteron the last day of the current financial quarter.

HY - ROA Ratio

The ROA ratio end half yearon the last day of the current financial half year.

LY MTD - ROA Ratio

The ROA ratio end ly mtdon the last day of the same period of the previous financial year.

LY YTD - ROA Ratio

The ROA ratio end ly ytdon the last day of the previous financial year.

LY QTR - ROA Ratio

The ROA ratio end ly qtron the last day of the same quarter of the previous financial year.

LY HY - ROA Ratio

The ROA ratio end ly hyon the last day of the same half year of the previous financial year.

LY Full Year - ROA Ratio

The ROA ratio end ly ytdon the last day of the previous financial year.

OB - Income

The income opening balanceopening balance at the start of the current financial year.

MTD - Income

The income mtdsince the first day of the current financial period.

YTD - Income

The income ytdsince the first day of the current financial year.

QTR - Income

The income quartersince the first day of the current financial quarter.

HY - Income

The income half yearsince the first day of the current financial half year.

LY MTD - Income

The income for the same month to date period in the previous financial year.

LY YTD - Income

The income for the same year to date period in the previous financial year.

LY QTR - Income

The income end ly qtron the last day of the same quarter of the previous financial year.

LY HY - Income

The income end ly hyon the last day of the same half year of the previous financial year.

LY Full Year - Income

The income for the previous financial year.

OB - Assets

The assets opening balanceopening balance at the start of the current financial year.

MTD - Assets

The assets end mtdon the last day of the current financial period.

YTD - Assets

The assets end ytdon the last day of the current financial year.

QTR - Assets

The assets end quarteron the last day of the current financial quarter.

HY - Assets

The assets end half yearon the last day of the current financial half year.

LY MTD - Assets

The assets end ly mtdon the last day of the same period of the previous financial year.

LY YTD - Assets

The assets end ly ytdon the last day of the previous financial year.

LY QTR - Assets

The assets end ly qtron the last day of the same quarter of the previous financial year.

LY HY - Assets

The assets end ly hyon the last day of the same half year of the previous financial year.

LY Full Year - Assets

The assets ly full yearat the end of the previous financial year.